Defining Billing Plan Detail Templates

BI Unit (PeopleSoft Billing business unit)

Select a billing business unit from the list of valid values. The list of valid values contains only those billing business units that share the same PeopleSoft General Ledger business unit as the billing plan's PeopleSoft Contracts business unit.

Bill To Customer

Select the customer to whom the invoice will be sent.

Address Num (address sequence number)

Select the customer address to which the invoice will be sent.

Bill To Contact

Select the person to whose attention the invoice will be addressed.

Bill Type

Select the bill type used by PeopleSoft Billing to categorize the activity being billed.

Bill Source

Select where the billing activity came from. The system associates default billing information with that billing activity.

Summarization Template ID

Select the summarization template ID that will appear by default on the billing plan. When the billing plan is processed, PeopleSoft Contracts passes the template ID to PeopleSoft Billing using the Contracts/Billing Interface process. The summarization template defines the summarized format in which the bill lines will print on the invoice.

Pre Approved

Select to bypass the billing worksheet review/approval process. Selecting this check box sends the invoices directly to billing without first creating a temporary bill. Selecting this check box does not run the invoice generation process within PeopleSoft Billing.

Direct Invoicing

Select to have the Contracts to Billing interface run various PeopleSoft Billing processes to complete the invoice processing.

This check box is available if you selected the Pre Approval check box for this bill plan ID.

See Direct Invoicing and Preapproved Activity.

Invoice Form

Specify the invoice format for the bills that you generate from this billing plan.

Payment Method

Select the type of payment method, such as Check, Credit Card, Direct Debit, Draft, or Electronic Fund Transfer.

Payment Terms

Enter the payment terms. These values are user-defined.

Billing Inquiry (billing inquiry phone)

Select a bill inquiry phone number. This number is established on the Bill Inquiry Phone page.

Billing Specialist

Select a billing specialist from those that were established on the Billing Specialist page. An example of a billing specialist is a functional user whose daily job includes filling out billing plans.

Billing Authority

Select a billing authority, which is a billing specialist who is responsible for approving invoices. This person might be a manager who is not necessarily the person responsible for entering bills daily. To indicate that a billing specialist is a billing authority, select the Billing Authority Flag option for the corresponding bill specialist on the Billing Specialist page.

The field appears for As Incurred billing plans only, such as those used in PeopleSoft Grants.

Cycle ID (billing cycle identifier)

Select a value to associate a billing plan with a bill cycle that you defined on the Bill Cycle page. When you run the Contracts Billing Interface process, you can specify that only billing plans of a specific billing cycle type be processed.

Bill By ID

Select a value to group bill lines on invoices.

Summarization Group Type

Select a summarization group type to appear by default on the billing plan lines page for immediate, milestone, and percent complete billing plans. Summarization group types filter the summarization group identifiers that are available for selection.

Summarization Group ID

Select an identifier that is associated with the summarization group type selected to appear by default on the billing plan lines page for immediate, milestone, and percent complete billing plans. Billing plan lines assigned to the same summarization group ID attribute will be summarized by PeopleSoft Billing on the invoice.